Method Community

CONTEXT/BACKGROUND:  My company has a mass email list of businesses (5000+ entries) on a .csv spreadsheet that we would like to import into Method as Customer Leads with assigned tags (TagList field) for each entity. These tags will be critical to our company's efficiency (sorting leads) with creating ...

Love the new interface. However, nothing appears to be faster than the original, which was (is) our #1 issue with Method originally. Just an observation. Is Beta going to get an adrenaline shot before going live in terms of speed and power? Best, FW

i would like to create a reccouring activity for each year, but would like to use the customer/ccontact edit screen to imput the birthday, and then from there it would create the activity(s) into the calandar to remind me to send out a birthday card. I currently do not have any of thier birthdays, so i would imagine that i would create this for ...

Hi Marcelo, Yes, this method should work. I believe it is the easiest way to do so. Marwan

I tried that and did't work for me. I added the cost field to the job items line, enter $100 for this, $0 for the rate, completed the work order and invoiced it, when I go to QB I see the invoice with $0 balance but I dont see the $100 cost reflected in any accounts. What am I doing wrong?

Ok thanks for the information.  I'm all set with regards to that question. Thanks! Hanley

There is a field in the fixed asset item screen called "vendor/payee" that syncs with QB, I want to change this field to a dropdown field that will give all the vendors to choose from. I am thinking creating a new dropdown field with an action of text change to update the old field (vendor/payee) and making this field to hide in the ...

Hi Edward, You could add a "Birthday" field of type DateTime to the Contacts or Customer table, depending on whether you want to be able to add birthdays for each contact or just for the customer. You can add this field by going to Customize > Tables / Fields and clicking Edit Fields... for the table of your choice. You can then add ...

Any updates on this?

I wanted to find out how to create a birthday field in the client/customer fields? Once that is complete I wanted to find out how to add the above date into the activity calandar, and add a remider to send out a birthday card in a week in advance. thanks